NEAR EARTH, LLC

Broker-DealerFINRA MemberEst. 2003
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
NEW CANAAN, Connecticut
CRD number
126041
Registered since
August 6, 2003

Firm profile

FINTRX

Overview

Near Earth, LLC is organized as a limited liability company and has been registered with the SEC since 2003. The firm is owned by an individual and is listed in public data without a clear advisory classification. Available disclosures indicate the firm does not identify as a capital allocator, does not position itself as an ESG investor, and is not registered as a multi-state adviser, pension consultant, or related adviser. The FINTRX snapshot does not include descriptions of the firm's advisory or business activities, and no public summary of target clients or fee schedules is provided. The limited public footprint in the dataset makes the firm's client focus and service model unclear from these records alone.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • PHILIP FRIEDMAN

    CEOCRD 1099330

Contacts

3 of 4
  • JOHN STONE, JR.

    ShareholderCRD 4383202

  • HOYT DAVIDSON

    Managing PartnerCRD 1735315

  • Christina Bartnikowski

    Prime Brokerage SalesCRD 3268496

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NEW CANAAN, CT

FAIRFIELD

Location

NEW CANAAN, CT

Headquartered in NEW CANAAN, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
945 West Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth